Samuel Dechtman (CRD# 6235573) is an Investment Advisor Representative working at Dechtman Wealth Management in Centennial, CO and has over 9 years of experience in the finance industry. Samuel Dechtman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dechtman Wealth Management, LLC | Centennial, CO | Aug 2020 - Current | 3 |
| Securities America, Inc. | Centennial, CO | Jul 2017 - Feb 2022 | 4 |
| Securities America Advisors | Centennial, CO | Jul 2017 - Aug 2020 | 3 |
| Unemployed | Greenwood Village, CO | May 2017 - Jul 2017 | < 1 |
| Nuveen Investments | Chicago, IL | Jun 2014 - May 2017 | 2 |
| Securities America Inc. | Centennial, CO | Aug 2013 - Jun 2014 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CO
- TX
-
Total Assets Under Management651MILLIONS
-
Total Number of Accounts2,163ACCOUNTS
-
Average Account Value$300,962
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, IL, IN, KY, MO, NV, TX
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